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slides · global inventory

Expose Contradiction

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 14,162
Current window 271-300
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
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Slide function

271-300 of 14,162

filter-aware
33
Uses former employee quotes to validate the quantitative gap.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
Uses testimonials to reinforce the quantitative data regarding low renewal rates.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
Includes a screenshot of Google AdWords interface with specific Patch URLs circled.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
The slide uses a combination of deductive reasoning (the $40M revenue calculation) and authority citation (the former executive quote) to expose a contradiction in AOL's business model for Patch.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
Includes a survey result showing 0% of 11 surveyed advertisers value Patch over other broad-based display advertising.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
38
Uses a bar chart to visualize a 0% vs 100% survey result to emphasize the lack of value proposition.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
41
Uses a CEO quote to frame the guidance as a target, then uses a P&L table to demonstrate the resulting losses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
42
The slide uses a screenshot of AOL.com to illustrate that a brand with no physical stores (VON VONNI) would naturally advertise on a broad-reach site like AOL, implying Patch's revenue sources might be similar.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
43
The slide uses a hub-and-spoke diagram to illustrate the distribution of a single ad campaign across multiple local properties.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
46
The slide uses a red circle to highlight the ($285) million loss figure in the table.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
47
Uses a hub-and-spoke diagram to illustrate traffic sources to AOL.com.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
48
Uses a simple flow diagram to visualize the lack of traffic contribution.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
49
Uses a bar chart to contrast 'Length of Stay' between AOL.com and pre-acquisition Huffington Post to challenge AOL's strategic rationale.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
50
The slide uses a rhetorical question to expose a contradiction in the company's strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
51
Uses the 'ceo-quote-contradiction' framework to undermine management's claims about search growth.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
52
The table highlights the massive losses in 'Display - Free Premium Content' and 'Display - Patch' compared to the profitable core businesses.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
55
Uses authority-citation to validate the activist's claims against management.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
56
Includes a screenshot of an ISS Proxy Alert report.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
59
Uses a scatter plot with a broken axis to highlight the outlier status of the peer group relative to the guidelines.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
61
The slide uses a rhetorical question at the bottom to challenge the Board's governance.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
71
The slide uses a red box to highlight the discrepancy between AOL's performance (0th percentile) and compensation (91st/60th percentile).AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
73
The slide uses a 'villain' framing by highlighting the lack of disclosure as a deliberate act to obscure value from shareholders.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
80
Uses a contrast-pairs framework to highlight the causal link between activist pressure and management action.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
81
The slide uses a 4-column table to contrast Starboard's suggestions against AOL's past and present statements, highlighting the shift in strategy.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
82
The slide uses a red box to highlight the poor performance of the Display segment (Free Premium Content and Patch).AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
84
The slide uses a hub-and-spoke diagram to visualize conflicts of interest.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
85
The slide uses the 'lack of skin in the game' argument to undermine board credibility.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
87
Uses external authority citations to undermine the credibility of a board nominee.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
10
Uses a timeline-annotated line chart to frame the activist's intervention as the catalyst for value creation.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
13
Uses red callout boxes to emphasize negative trends (declines in revenue/EBITDA, increases in G&A).Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit